Mobile Mortgage Specialist

5 months ago

Brantford, Canada TD Bank Full time

Lieu de travail:
Brantford, Ontario, Canada

Horaire:
37.5

Secteur d’activité:
Services bancaires personnels et commerciaux

Détails de la rémunération:
Description du poste:
CUSTOMER
- Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management
- Requires broad general knowledge of all other products in order to identify cross-sell opportunities and/or refer customer to internal Bank partners
- Provide ongoing comprehensive reviews of clients financial circumstances and create long-term relationships by providing financial planning expertise and ongoing services.
- Create a legendary customer experience at every interaction and deliver a positive First Impression by engaging customers in a range of sales, service and informational conversations
- Provide sound advice to customers and look for ways to contribute to the ongoing improvement of the overall customer experience
- Understand the market and mortgage lending industry within portfolio, to ensure value-added reporting and analysis is provided to your team and partners while mitigating risk to the Bank
- Proactively obtain expert knowledge of TD mortgage lending products and sound knowledge of products
- Ensure customer problems are handled professionally, escalating issues to management when necessary
- Refers business to One TD Partners
- Build and exhibit sales skills and credit knowledge and partner effectively within TD's employee-focused culture
- Work closely with District Manager to make sales calls and conduct monthly coaching sessions

SHAREHOLDER
- Contribute toward the achievement of sales and business development objectives by meeting or exceeding individual monthly sales targets of home financing products, investments and services
- Proactively promote TD’s image within the business community through participation and leadership in community business groups, professional networking events, initiatives, fundraisers, etc.
- Support the development and implementation of reporting and processes in a compliant manner, adhering to guidelines established by business unit leadership, internal and external advisors, Audit, Risk, OSFI, and other governing bodies
- Understand the market and/or mortgage lending industry within portfolio, to ensure value-added reporting and analysis is provided to your team and partners while mitigating risk to the Bank
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality
- Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk activities as necessary
- Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exist
- Adhere to internal policies/procedures and applicable regulatory guidelines and keep abreast of emerging issues, trends and evolving regulatory requirements and assess potential impacts
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Complete all compliance training and attestations within required timelines
- Be knowledgeable of and comply with Bank and Industry Codes of Conduct

EMPLOYEE / TEAM
- Participate fully as a member of the team, promote service to the business, quality, innovation and teamwork and ensure timely communication of issues / points of interest
- Support the team by continuously enhancing knowledge/ expertise in own area and participate in knowledge transfer within the team and business unit
- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- Actively participate in the performance management process in support of own personal and professional development objectives, including coaching sessions
- Contribute to a fair and positive working environment that supports a diverse workforce
- Participate in team meetings, employee surveys, action planning, and training sessions
- Contribute to the success of the team by willingly assisting others in the completion of assigned duties, provide training, coaching and/or guidance as appropriate.
- Act as a brand ambassador for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH:

- Professional role with a focus on providing business development, customer relationship management and/ or sales advisory support within their own area of specialty
- Specialized knowledge and understanding of all types of RESL products i.e. mortgages and Flex Lines, services, features and be able to provide expertise on both traditional and specialized deals
- Understands key business and customer drivers and processes in the context of own work
- Sound knowledge of assigned customers needs, the competitive landscape and broader market factors
- Coordinates activities and timelines across multiple team

  • Mobile Mortgage Specialist

    4 weeks ago

    Brantford, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Mobile Mortgage Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our mortgage sales team, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesIdentify client needs and provide personalized...

  • Mobile Mortgage Specialist

    5 months ago

    Brantford, Canada TD Bank Full time

    **Mobile Mortgage Specialist**: - 417624BR **Job Category - Primary** - Sales & Business Development **Work Location** - 444 Fairview Drive **Employment Type** - Regular **City** - Brantford **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Remote **Pay Details** **Department Overview** - TD Canada Trust...

  • Mobile Mortgage Specialist

    3 weeks ago

    Brantford, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Mortgage Banking Professional to join our team at The Toronto-Dominion Bank (Canada). As a key member of our mortgage lending team, you will be responsible for providing exceptional customer service, identifying cross-sell opportunities, and delivering a positive customer experience.Key ResponsibilitiesIdentify...

  • Mortgage Specialist

    1 month ago

    Brantford, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Mortgage Specialist to join our team at The Toronto-Dominion Bank (Canada). As a Mortgage Specialist, you will be responsible for providing exceptional customer service and expertise in mortgage lending products to our clients.Key ResponsibilitiesIdentify client life and financial goals, potential barriers, and...

  • Mobile Mortgage Specialist

    6 months ago

    Brantford, Canada TD Bank Full time

    Work Location: Brantford, Ontario, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: **Job Description**: CUSTOMER - Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management - Requires broad general knowledge of all other products in order to...

  • Mortgage Specialist

    5 months ago

    Brantford, Canada BMO Financial Group Full time

    195 Henry Street Brantford Ontario,N3S 5C9 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...

  • Retail Specialist

    6 months ago

    Brantford, Canada Freedom mobile Full time

    **Company Description** At Freedom, we’re proud to be leaders in a movement that brings affordable wireless services to Canadians - we’re always on the lookout for go-getters that are committed to disrupt the status quo. Does that sound like you? We’d love to meet you. The role If you’re an upbeat, self-starter who genuinely enjoys interacting...

  • Retail Specialist

    5 months ago

    Brantford, Canada Freedom Mobile Full time

    A little about us At Freedom, we’re proud to be leaders in a movement that brings affordable wireless services to Canadians - we’re always on the lookout for go-getters that are committed to disrupting the status quo. Does that sound like you? We’d love to meet you. The role If you’re an upbeat, self-starter who genuinely enjoys interacting with...

  • Mobile Mortgage Specialist

    6 months ago

    Brantford, Canada TD Bank Full time

    **Work Location**: Brantford, Ontario, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Brantford** **Who We Are**: **TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27...

  • Sales Associate Part Time

    5 months ago

    Brantford, Canada Wow! Mobile Boutique Full time

    Overview: **_ Our team at WOW! mobile boutique_** **_is passionate about providing the best-in-class wireless retail experience _**: - focusing on excellence in every aspect of our business. We focus on a **personalized** customer experience, providing solutions from Canada’s top wireless carriers, TELUS, Rogers, Koodo, Fido and Chatr. Our exceptional...

  • Mental Health Specialist

    5 months ago

    Brantford, Canada St. Leonard's Community Services Inc Full time

    **ABOUT US** SOAR Community Services Brantford has been an established part of the community for more than 55 years, and is accredited for our excellence in serving children, youth, adults, and families. **Our Values** These aren’t just “lip-service” to us - we work and live by them. If you do, too, we want to talk to you! - Inclusive - we value...

  • Financial Services Advisor

    5 months ago

    Brantford, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. Find our story here: About Meridian **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Financial Services Associate

    5 months ago

    Brantford, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Division Director

    1 month ago

    Brantford, Ontario, Canada IG Wealth Management Full time

    Unlock Your Potential as a Division DirectorAt IG Wealth Management, we're seeking a dedicated leader to join our team as a Division Director. In this role, you'll have the opportunity to lead and coach a team of Financial Consultants, while building a financial planning practice that drives results.What We OfferA dynamic and entrepreneurial environment...

  • Client Care Specialist

    1 month ago

    Brantford, Ontario, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a Client Care Specialist to join our team at beBee Professionals in Brantford, Canada. In this role, you will work closely with clients to provide essential care and support, enhancing their quality of life and promoting independence.Key Responsibilities:Assist clients with daily living activities, including personal hygiene, dressing, and...

  • Electrical Specialist

    6 months ago

    Brantford, Canada FRF Hydraulic Inc Fabrication Full time

    We are currently seeking **Electrical Specialist **for Hydraulic Cranes (Knuckle Boom) and welded assemblies to join our team. **FRF Hydraulic **is the PALFINGER Knuckle Boom Crane dealer with our installations, maintenance and service facility located in **Brantford **specializing in vehicle mounted Cranes and Hooklifts and Heavy-Duty Equipment. We are also...

  • Bso Responsive Behaviour Specialist

    6 months ago

    Brantford, Canada The Alzheimer Society of BHNHH Full time

    The Alzheimer Society of Brant, Haldimand Norfolk, Hamilton Halton (ASBHNHH) is looking for a Responsive Behaviour Specialist (Retirement Homes) for a **6-month contract**. The successful applicant will provide behavioural management services to BSO high risk clients in retirement homes in the Brant and Brantford area. The BSO Responsive Behavioural...

  • Digital Content Specialist

    3 weeks ago

    Brantford, Canada Grand Erie District School Board Full time

    **JOB TITLE**:Digital Content Specialist **LOCATION**:Brantford, ON **Digital Content Specialist** Grand Erie District School Board represents more than 28,000 students in 58 elementary schools and 14 secondary schools within the City of Brantford and the counties of Brant, Haldimand and Norfolk, as well as students from Six Nations of the Grand River...

  • Occupational Therapist

    2 weeks ago

    Brantford, Ontario, Canada SE Health Full time

    We are seeking an experienced Occupational Therapist to join our team in Brantford and Hamilton. As a Pediatric Rehabilitation Specialist, you will work with children and families to develop personalized treatment plans that promote independence, mobility, and overall well-being.About the RoleThis is a casual position in schools, offering flexible scheduling...

  • Nurse Care Specialist

    7 days ago

    Brantford, Ontario, Canada Bayshore HealthCare Full time

    Company Overview">Bayshore HealthCare is a leading provider of home and community health care services in Canada.We pride ourselves on our commitment to excellence and our dedication to making a difference in the lives of our clients and staff.SalaryThe successful candidate can expect to earn $36.81 per visit, plus km allowance for travel between clients,...